北证50指数收涨0.68%，创新药主题领涨

Market Performance - The North Exchange 50 Index rose by 0.68% on July 29, 2025, with the innovative drug theme leading the gains[1] - The ChiNext Index led the market with a rise of 1.86%, while the CSI 300 increased by 0.39% and the Shanghai Composite Index rose by 0.33%[13] - As of July 29, 2025, the North Exchange had 268 constituent stocks with an average market capitalization of 3.185 billion, and a trading volume of 26.422 billion yuan, an increase of 2.186 billion yuan from the previous trading day[13] Capital Market News - The EU plans to purchase AI chips worth 40 billion euros as part of a trade agreement with the US, which will establish a 15% tariff cap on EU goods starting August 1[8] - In the first half of 2025, the national general public budget revenue was 11.56 trillion yuan, a slight decrease of 0.3% year-on-year, but tax revenue has shown positive growth for three consecutive months since April[9] Industry News - The Ministry of Agriculture and Rural Affairs supports local areas in building agricultural product marketing service systems to enhance consumer confidence[10] - Chengdu, Sichuan, has introduced new real estate policies to promote stable and healthy market development, including the gradual removal of housing purchase restrictions[12] Company Announcements - Zhongcheng Technology signed a significant contract worth 50.52 million yuan for a big data cloud platform service project with China Mobile[21] - Ge Bi Jia announced the termination of its neutral borosilicate medicinal glass project due to changes in local electricity policies[22] Risk Warning - Risks include individual stock earnings falling short of expectations, intensified industry competition, increased trade frictions, and policy outcomes not meeting expectations[2]